Unclaimed
Diana Menaker is a registered representative with J.p. Morgan Securities LLC since October 2012. Diana has been in the financial industry since September 2000 and has a proven track record of success in providing financial advice to individuals and businesses. Diana holds the Series 66, Series 7, and SIE licenses. Diana has experience working with high-net-worth individuals, corporations, and other business entities. Diana is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Diana's previous experience includes working with Chase Investment Services Corp., Fahnestock & Co. Inc., and CIBC World Markets Corp. Diana is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
09/19/2013 - Present
J.p. Morgan Securities LLC (Miami FL)
NY
08/29/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/03/2003 - 08/18/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
09/12/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 10/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Diana Menaker is the right advisor for you? Invested Better is here to help.